Civic Intelligence

Insight at San Joaquin

990 • Fiscal year 2018 • EIN 81-0844085

Jul 01, 2017 to Jun 30, 2018 • Filed on Mar 29, 2019

Organization ProfileWWW.CALIVA.ORG
50 Moreland RoadSimi Valley, CA 93065

(805) 581-0202

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$558,297

Flat from 2018

Net Assets

Flat

$0

Flat from 2018

Liabilities

Flat

$558,297

Flat from 2018

Revenue And Expenses

Revenue

Flat

$2,466,729

Flat from 2018

Expenses

Flat

$2,466,729

Flat from 2018

Net Income

Flat

$0

Flat from 2018

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$3.0M$2.0M$1.0M$0Assets 2017: $603,394Liabilities 2017: $603,394Net Assets 2017: $02017Assets 2018: $558,297Liabilities 2018: $558,297Net Assets 2018: $02018Assets 2018: $558,297Liabilities 2018: $558,297Net Assets 2018: $02018Assets 2019: $731,167Liabilities 2019: $731,167Net Assets 2019: $02019Assets 2020: $1,123,637Liabilities 2020: $1,123,637Net Assets 2020: $02020Assets 2021: $2,639,244Liabilities 2021: $2,611,497Net Assets 2021: $27,7472021Assets 2022: $936,675Liabilities 2022: $908,928Net Assets 2022: $27,7472022Assets 2023: $2,032,334Liabilities 2023: $2,004,587Net Assets 2023: $27,7472023Assets 2024: $2,188,315Liabilities 2024: $2,160,568Net Assets 2024: $27,7472024

Highlighted filing

2018

Assets$558,297
Liabilities$558,297
Net Assets$0
Open 2018 Filing

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$6.0M$4.0M$2.0M$0Revenue 2017: $2,086,178Expenses 2017: $2,086,178Net Income 2017: $02017Revenue 2018: $2,466,729Expenses 2018: $2,466,729Net Income 2018: $02018Revenue 2018: $2,466,729Expenses 2018: $2,466,729Net Income 2018: $02018Revenue 2019: $3,131,023Expenses 2019: $3,131,023Net Income 2019: $02019Revenue 2020: $3,906,325Expenses 2020: $3,906,325Net Income 2020: $02020Revenue 2021: $4,289,195Expenses 2021: $4,261,448Net Income 2021: $27,7472021Revenue 2022: $2,594,418Expenses 2022: $2,594,418Net Income 2022: $02022Revenue 2023: $3,240,915Expenses 2023: $3,240,915Net Income 2023: $02023Revenue 2024: $4,605,580Expenses 2024: $4,605,580Net Income 2024: $02024

Highlighted filing

2018

Revenue$2,466,729
Expenses$2,466,729
Net Income$0
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Mar 29, 2019
Return Version
2017v2.3
Gross Receipts
$2,466,729
Mission and Program Overview

Mission

To provide tuition-free virtual education through technology.

Balance Sheet Detail
LineBeginningEndChange
Assets
Pledges and Grants Receivable$524,314$383,817▼ $140,497
Savings and Temporary Cash Investments$75,864$166,395▲ $90,531
Land, Buildings, and Equipment, Net$3,110$8,085▲ $4,975
Prepaid Expenses and Deferred Charges$106$0▼ $106
Total Assets$603,394$558,297▼ $45,097
Liabilities
Other Liabilities$514,391$479,886▼ $34,505
Accounts Payable and Accrued Expenses$73,639$76,931▲ $3,292
Deferred Revenue$15,364$1,480▼ $13,884
Total Liabilities$603,394$558,297▼ $45,097
Net Assets / Fund Balance
Temporarily Rstr Net Assets$32,135$0▼ $32,135
Unrestricted Net Assets$-32,135$0▲ $32,135
Total Net Assets Fund Balance$0$0→ $0
Total Liabilities and Net Assets / Fund Balance$603,394$558,297▼ $45,097

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$8,085$1,574$9,659
Compensation and Service Providers

Board Members and Trustees

NameTitle
Jo KnickerbockerPresident
Fred VallergaBoard Member
Laurie FracolliBoard Member

Highest Paid Contractors

ContractorServicesLocationCompensation
K12 California LLCCurriculum,materials & Support Services2300 CORPORATE PARK, Herndon, VA 20171$723,805
Revenue and Support

Revenue Composition

Contributions and Grants
$2,333,715
Program Service Revenue
$0
Investment Income
$740
Other Revenue
$132,274
Change in Net Assets
$0

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,334,455
Revenue Not Reported on Financial Statements
$132,274
Revenue Not Reported on Form 990
$0
Other Revenue Adjustments
$132,274
Total Revenue per Audited Statements
$2,334,455
Total Revenue per Form 990
$2,466,729
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,505,921
Salaries, Compensation, and Employee Benefits$960,808
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$737,126--$737,126
Information Technology$654,095$2,529-$656,624
Fees for Services Other$7,808$385,451-$393,259
Other Expenses$287,152$101,434-$101,434
Pension Plan Contributions$96,460--$96,460
Other Employee Benefits$66,409--$66,409
Payroll Taxes$60,813--$60,813
Fees for Services Accounting-$32,200-$32,200
Office Expenses-$12,558-$12,558
Occupancy$3,734$5,602-$9,336
Fees for Services Legal-$8,452-$8,452
Travel-$2,980-$2,980
Depreciation Depletion$1,081--$1,081
Conferences and Meetings-$688-$688
All Other Expenses-$157-$157
Total Functional Expenses$1,914,678$552,051$0$2,466,729

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$2,466,729
Expenses per Audited Statements$2,334,455
Total Expenses per Audited Statements$2,334,455
Expenses Not Reported on Financial Statements$132,274
Other Expense Adjustments$132,274
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to K12 California, LLC$479,886
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
Yes
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

“The organization has chosen k12 california, llc (k12) as its primary curriculum provider. K12 also provides the organization's technology and support services while the organization employs and manages the administrators, teachers and other personnel. K12 provides its services under the direction of the board of directors.”

Form 990, Part VI, Section A, Line 8B

“This question is not applicable since the organization does not have a separate committee with the authority to act on behalf of the governing body.”

Form 990, Part VI, Section B, Line 11B

“The form 990 is given to governing board members for review and comments prior to filing.”

Form 990, Part VI, Section B, Line 12C

“Annual questionnaires are given to all board members for signing. The questionnaires are reviewed by the finance director. If a conflict of interest arises with a board member, then the board member must resign from their position.”

Form 990, Part VI, Section B, Line 15

“None of the officers are compensated by the organization. Additionally, the organization does not have any key employees. Therefore, the organization does not have a compensation determination policy or procedure.”

Form 990, Part VI, Section C, Line 19

“Governing documents, conflict of interest policy, and financial statements are available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Insight San Joaquin
EIN
81-0844085
Phone
8055810202
Address
50 MORELAND ROAD, SIMI VALLEY, CA 93065

Signing Officer

Name
Jo Knickerbocker
Title
President
Phone
8055810202
Signed
2019-03-29
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jo Knickerbocker
Formed
2015
Legal Domicile
CA
Voting Board Members
3
Independent Board Members
3
Employees
8
Volunteers
2

Preparer

Firm
Green Hasson & Janks Llp
Address
10990 WILSHIRE BLVD 16TH FLOOR, LOS ANGELES, CA 90024-3929
Preparer
Lizbeth Nevarez
Phone
3108731600
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Outside services: program service expenses 0. Management and general expenses 82,068. Fundraising expenses 0. Total expenses 82,068. Other fees: program service expenses 7,808. Management and general expenses 0. Fundraising expenses 0. Total expenses 7,808. Support services fees: program service expenses 0. Management and general expenses 303,383. Fundraising expenses 0. Total expenses 303,383.”

Financial Statement Notes

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“Balanced budget credits 132,274.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Balanced budget credits 132,274.”

Raw XML Appendix387 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0THE FILING ORGANIZATION DOES NOT PAY ANY COMPENSATION TO ANY OFFICERS. LAURIE FRACOLLI RECEIVED COMPENSATION FROM NEW JERUSALEM ELEMENTARY SCHOOL DISTRICT FOR SERVICES RENDERED IN HER CAPACITY AS A DISTRICT REPRESENTATIVE TO THE FILING ORGANIZATION. LAURIE SPENDS 1 HOUR PER WEEK OF HER FULL TIME JOB UNDERTAKING WORK FOR THE FILING ORGANIZATION.
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VII, LINE 5
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION HAS CHOSEN K12 CALIFORNIA, LLC (K12) AS ITS PRIMARY CURRICULUM PROVIDER. K12 ALSO PROVIDES THE ORGANIZATION'S TECHNOLOGY AND SUPPORT SERVICES WHILE THE ORGANIZATION EMPLOYS AND MANAGES THE ADMINISTRATORS, TEACHERS AND OTHER PERSONNEL. K12 PROVIDES ITS SERVICES UNDER THE DIRECTION OF THE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THIS QUESTION IS NOT APPLICABLE SINCE THE ORGANIZATION DOES NOT HAVE A SEPARATE COMMITTEE WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE FORM 990 IS GIVEN TO GOVERNING BOARD MEMBERS FOR REVIEW AND COMMENTS PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ANNUAL QUESTIONNAIRES ARE GIVEN TO ALL BOARD MEMBERS FOR SIGNING. THE QUESTIONNAIRES ARE REVIEWED BY THE FINANCE DIRECTOR. IF A CONFLICT OF INTEREST ARISES WITH A BOARD MEMBER, THEN THE BOARD MEMBER MUST RESIGN FROM THEIR POSITION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4NONE OF THE OFFICERS ARE COMPENSATED BY THE ORGANIZATION. ADDITIONALLY, THE ORGANIZATION DOES NOT HAVE ANY KEY EMPLOYEES. THEREFORE, THE ORGANIZATION DOES NOT HAVE A COMPENSATION DETERMINATION POLICY OR PROCEDURE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6OUTSIDE SERVICES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 82,068. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 82,068. OTHER FEES: PROGRAM SERVICE EXPENSES 7,808. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 7,808. SUPPORT SERVICES FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 303,383. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 303,383.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART IX, LINE 11G
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
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IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
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IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt02333715
IRS990/TotalEmployeeCnt08
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0552051
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01914678
IRS990/TotalFunctionalExpensesGrp/TotalAmt02466729
IRS990/TotalGrossUBIAmt00
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IRS990/TotalLiabilitiesGrp/EOYAmt0558297
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IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt00
IRS990/TotalOtherCompensationAmt00
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IRS990/TotalReportableCompFromOrgAmt00
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IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
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IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
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IRS990/TravelGrp/TotalAmt02980
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0-32135
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IRS990/UponRequestInd0X
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IRS990/USAddress/CityNm0SIMI VALLEY
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd093065
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0WWW.CALIVA.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JO KNICKERBOCKER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08055810202
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-03-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0INSIGHT SAN JOAQUIN
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ReturnHeader/FilingSecurityInformation/IPDt02019-03-29
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm012:14:12
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0951777440
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GREEN HASSON & JANKS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt010990 WILSHIRE BLVD 16TH FLOOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LOS ANGELES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
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ReturnHeader/PreparerPersonGrp/PhoneNum03108731600
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LIZBETH NEVAREZ
ReturnHeader/ReturnTs02019-04-08T16:12:41-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$558,297
Liabilities
$558,297
Net assets
$0
Revenue
$2,466,729
Expenses
$2,466,729
Net income
$0
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.19$2.16$0.03$4.61$4.61$0.00
2023Detailed filing. Detailed filing data is available for this year.$2.03$2.00$0.03$3.24$3.24$0.00
2022Detailed filing. Detailed filing data is available for this year.$0.94$0.91$0.03$2.59$2.59$0.00
2021Detailed filing. Detailed filing data is available for this year.$2.64$2.61$0.03$4.29$4.26$0.03
2020Detailed filing. Detailed filing data is available for this year.$1.12$1.12$0.00$3.91$3.91$0.00
2019Detailed filing. Detailed filing data is available for this year.$0.73$0.73$0.00$3.13$3.13$0.00
2018Detailed filing. Detailed filing data is available for this year.$0.56$0.56$0.00$2.47$2.47$0.00
2018Detailed filing. Detailed filing data is available for this year.$0.56$0.56$0.00$2.47$2.47$0.00
2017Detailed filing. Detailed filing data is available for this year.$0.60$0.60$0.00$2.09$2.09$0.00